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Keener Financial Planning’s Procter & Gamble PG Stock Holding History

Keener Financial Planning’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-635
Closed -$97K – 157
2025
Q3 		$97K Hold
635
– – 0.05% 73
2025
Q2 		$101K Hold
635
– – 0.05% 74
2025
Q1 		$108K Hold
635
– – 0.07% 61
2024
Q4 		$106K Hold
635
– – 0.06% 67
2024
Q3 		$109K Hold
635
– – 0.07% 58
2024
Q2 		$104K Sell
635
-26
-4% -$4.25K 0.07% 60
2024
Q1 		$108K Buy
661
+71
+12% +$11.1K 0.07% 61
2023
Q4 		$86K Buy
+590
New +$87.4K 0.07% 70

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Keener Financial Planning's PG Position: Q4 2025 in Review

Keener Financial Planning sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 635 shares — an estimated $97K sold.

Keener Financial Planning first reported a position in PG in Q4 2023 and held it in 8 quarters. The position peaked at $109K in Q3 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Keener Financial Planning reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 635 Procter & Gamble shares in Q4 2025, an estimated $97K.
  • Keener Financial Planning first reported a position in Procter & Gamble in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Procter & Gamble position peaked at $109K in Q3 2024.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.